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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$20.90
Change-$0.15 (-0.71%)
VolumeN/A
Net Assets48.36M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
OFSAX vs WCMJX Comparison Chart in %
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OFSAX vs. WCMJX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OFSAX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 48.4M vs. WCMJX (7.41M). OFSAX pays higher dividends than WCMJX: OFSAX (0.38) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (19 years) vs WCMJX (6 years). OFSAX (1.77) and WCMJX (1.70) have similar cost to investors . OFSAX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). OFSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSAX annual gain was more profitable for investors over the last year : -10.97 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. OFSAX (6.11).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | 1.60 | 1.15 | 139% |
| Annual Report Gross Expense Ratio | 1.77 | 1.70 | 104% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 0.766 | -8.149 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 7.41M | 654% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -10.97 | -25.22 | 43% |
| Returns for 3 years | 3.87 | 4.14 | 93% |
| Returns for 5 years | 6.11 | 13.30 | 46% |
| Returns for 10 years | 41.93 | N/A | - |
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